How big is Alexander & Schmidt's plan?

Alexander & Schmidt's plan reported $3.3M in assets and 24 participants for 2024.

Original filing (PDF)20250829095446NAL0019269376001

Alexander & Schmidt

Name: Alexander & Schmidt — Alexander & Schmidt 401(k), Form 5500 (2024)
Creator: Alexander & Schmidt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alexander & Schmidt 401(k) Profit Sharing Plan

401(k) retirement plan · Alexander & Schmidt's Alexander & Schmidt 401(k) Profit Sharing Plan held $3.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Alexander & Schmidt's EIN is 01-0457780.

EIN 01-0457780

Plan number 001

Plan year 2024

ACK ID 20250829095446NAL0019269376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alexander & Schmidt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alexander & Schmidt's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXANDER & SCHMIDT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ALEXANDER & SCHMIDT

EIN

all filings

Address

P. O. BOX 337 · YARMOUTH, ME · 04096

Phone

(207) 869-1300

Industry

Finance & Insurance

Plan administrator